Mitchell Green

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Maybe riff a little bit more on just all the ways that you're excited and fearful about AI, both in the investment process at LeadEdge, for running LeadEdge the business, and for the companies that you invest in.

So decompose and expand on that a little bit.

So I guess the question is your view on the state of markets and technology markets in general.

The counter argument would be in telecom, it was all dark fiber.

In AI, it's all burning GPUs.

And yes, the CapEx is crazy, but everything still feels mega undersupplied.

I'm just curious how you think about when the opportunities will present itself for an investor.

What kind of company in the AI center of the heat map, I know you're probably not investing in any of them because of the multiples or whatever.

What kinds of companies are the most interesting to you just as an enthusiast?

What they've burned is very little compared to what you might otherwise think.

What do you think is the most surprising thing about you?